AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?
A discussion of key themes and investor priorities from Milken Institute’s 2026 Global Conference.
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
The Global Technology and Innovation Team traveled to China to learn about the country’s progress in AI models and practical applications.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.